Union Mutual Funds

As of 31 Aug 2023, fund size of Union Flexi Cap Fund is 1,917.58 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Union Flexi Cap Fund has given 11.69% annualized return for the last 3 years.

Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Focused Fund is 382.2 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Union Focused Fund has given 9.20% annualized return for the last 3 years. The funds SIP returns during the same period is 9.04%

Union Focused Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union ELSS Tax Saver Fund is 806.89 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

Union ELSS Tax Saver Fund has given 12.44% annualized return for the last 3 years. The funds SIP returns during the same period is 11.53%

Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Balanced Advantage Fund is 1,639.64 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Union Balanced Advantage Fund has given 8.00% annualized return for the last 3 years.

Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at High risk.

As of 31 Aug 2023, fund size of Union Small Cap Fund is 1,348.86 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Union Small Cap Fund has given 14.78% annualized return for the last 3 years. The funds SIP returns during the same period is 11.30%

Union Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Large Cap Fund is 294.07 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Union Large Cap Fund has given 9.70% annualized return for the last 3 years. The funds SIP returns during the same period is 9.64%

Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Mid Cap Fund is 1,023.09 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Union Mid Cap Fund has given 16.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.69%

At present Union Mid Cap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Value Discovery Fund is 218.11 Cr.

The average category Returns for Value funds under Equity class are 17.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Union Value Discovery Fund has given 15.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.35%

At present Union Value Discovery Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Large & Midcap Fund is 662.33 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Union Large & Midcap Fund has given 12.46% annualized return for the last 3 years. The funds SIP returns during the same period is 11.64%

At present Union Large & Midcap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Hybrid Equity Fund is 581.63 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Union Hybrid Equity Fund has given 9.84% annualized return for the last 3 years.

At present Union Hybrid Equity Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Flexi Cap Fund is 1,917.58 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Union Flexi Cap Fund has given 11.69% annualized return for the last 3 years.

Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Focused Fund is 382.2 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Union Focused Fund has given 9.20% annualized return for the last 3 years. The funds SIP returns during the same period is 9.04%

Union Focused Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union ELSS Tax Saver Fund is 806.89 Cr.

The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

Union ELSS Tax Saver Fund has given 12.44% annualized return for the last 3 years. The funds SIP returns during the same period is 11.53%

Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Balanced Advantage Fund is 1,639.64 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Union Balanced Advantage Fund has given 8.00% annualized return for the last 3 years.

Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at High risk.

As of 31 Aug 2023, fund size of Union Small Cap Fund is 1,348.86 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Union Small Cap Fund has given 14.78% annualized return for the last 3 years. The funds SIP returns during the same period is 11.30%

Union Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Large Cap Fund is 294.07 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Union Large Cap Fund has given 9.70% annualized return for the last 3 years. The funds SIP returns during the same period is 9.64%

Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Union Mid Cap Fund is 1,023.09 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Union Mid Cap Fund has given 16.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.69%

At present Union Mid Cap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Value Discovery Fund is 218.11 Cr.

The average category Returns for Value funds under Equity class are 17.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Union Value Discovery Fund has given 15.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.35%

At present Union Value Discovery Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Large & Midcap Fund is 662.33 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Union Large & Midcap Fund has given 12.46% annualized return for the last 3 years. The funds SIP returns during the same period is 11.64%

At present Union Large & Midcap Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Union Hybrid Equity Fund is 581.63 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Union Hybrid Equity Fund has given 9.84% annualized return for the last 3 years.

At present Union Hybrid Equity Fund has not been rated by us.

Not Rated